Crestwood Advisors Group’s Automatic Data Processing ADP Stock Holding History

Crestwood Advisors Group’s Portfolio ADP Stock Details ADP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.28M	Buy	6,286 +962	+18%	+$221K	0.02%	278
2025 Q4	$1.37M	Buy	5,324 +84	+2%	+$22.4K	0.02%	248
2025 Q3	$1.54M	Buy	5,240 +309	+6%	+$93K	0.03%	239
2025 Q2	$1.52M	Buy	4,931 +277	+6%	+$85.1K	0.03%	236
2025 Q1	$1.42M	Buy	4,654 +140	+3%	+$42.2K	0.03%	236
2024 Q4	$1.32M	Buy	4,514 +344	+8%	+$102K	0.02%	223
2024 Q3	$1.15M	Buy	4,170 +770	+23%	+$201K	0.02%	221
2024 Q2	$811K	Buy	3,400 +31	+0.9%	+$7.61K	0.02%	237
2024 Q1	$841K	Buy	3,369 +509	+18%	+$124K	0.02%	230
2023 Q4	$666K	Buy	2,860 +7	+0.2%	+$1.63K	0.02%	241
2023 Q3	$686K	Buy	2,853 +1,563	+121%	+$381K	0.02%	226
2023 Q2	$284K	Sell	1,290 -59	-4%	-$12.7K	0.01%	216
2023 Q1	$300K	Sell	1,349 -147	-10%	-$33.2K	0.01%	224
2022 Q4	$357K	Sell	1,496 -660	-31%	-$162K	0.01%	215
2022 Q3	$488K	Buy	2,156 +276	+15%	+$65.1K	0.02%	194
2022 Q2	$395K	Buy	1,880 +305	+19%	+$66.8K	0.01%	203
2022 Q1	$358K	Buy	1,575 +57	+4%	+$12.2K	0.01%	230
2021 Q4	$374K	Sell	1,518 -86	-5%	-$19.5K	0.01%	228
2021 Q3	$321K	Hold	1,604	–	–	0.01%	224
2021 Q2	$319K	Sell	1,604 -100	-6%	-$19.4K	0.01%	223
2021 Q1	$321K	Buy	1,704 +88	+5%	+$15.3K	0.01%	213
2020 Q4	$285K	Buy	+1,616	New	+$265K	0.01%	220
2020 Q3	–	Sell	-1,469	Closed	-$219K	–	240
2020 Q2	$219K	Buy	+1,469	New	+$210K	0.01%	217
2020 Q1	–	Sell	-1,375	Closed	-$234K	–	225
2019 Q4	$234K	Sell	1,375 -158	-10%	-$26.2K	0.01%	234
2019 Q3	$247K	Sell	1,533 -55	-3%	-$9.08K	0.01%	219
2019 Q2	$263K	Buy	+1,588	New	+$258K	0.01%	206
2018 Q4	–	Sell	-4,384	Closed	-$660K	–	164
2018 Q3	$660K	Hold	4,384	–	–	0.05%	91
2018 Q2	$612K	Hold	4,384	–	–	0.04%	95
2018 Q1	$497K	Hold	4,384	–	–	0.04%	103
2017 Q4	$514K	Buy	4,384 +63	+1%	+$7.2K	0.04%	109
2017 Q3	$472K	Hold	4,321	–	–	0.04%	106
2017 Q2	$507K	Hold	4,321	–	–	0.04%	99
2017 Q1	$449K	Sell	4,321 -100	-2%	-$10.2K	0.04%	102
2016 Q4	$454K	Hold	4,421	–	–	0.04%	106
2016 Q3	$390K	Hold	4,421	–	–	0.05%	88
2016 Q2	$406K	Sell	4,421 -50	-1%	-$4.42K	0.05%	89
2016 Q1	$401K	Sell	4,471 -60	-1%	-$5.03K	0.05%	96
2015 Q4	$384K	Hold	4,531	–	–	0.05%	106
2015 Q3	$364K	Sell	4,531 -248	-5%	-$19.9K	0.05%	101
2015 Q2	$383K	Buy	4,779 +40	+0.8%	+$3.41K	0.05%	103
2015 Q1	$406K	Sell	4,739 -115	-2%	-$9.9K	0.06%	92
2014 Q4	$405K	Sell	4,854 -675	-12%	-$54.7K	0.06%	86
2014 Q3	$403K	Sell	5,529 -114	-2%	-$8.23K	0.06%	82
2014 Q2	$393K	Buy	5,643 +4	+0.1%	+$273	0.06%	84
2014 Q1	$383K	Buy	+5,639	New	+$384K	0.06%	85

Other funds holding ADP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crestwood Advisors Group's ADP Position: Q1 2026 in Review

Crestwood Advisors Group increased its Automatic Data Processing (ADP) stake by 18% in Q1 2026, buying an estimated $221K and bringing the position to 6,286 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #278.

Crestwood Advisors Group first reported a position in ADP in Q1 2014 and has held it in 45 quarters since. The position peaked at $1.54M in Q3 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Crestwood Advisors Group held 6,286 shares of Automatic Data Processing worth $1.28M as of Q1 2026.
Crestwood Advisors Group bought 962 Automatic Data Processing shares in Q1 2026, an estimated $221K.
Automatic Data Processing made up 0.02% of Crestwood Advisors Group's portfolio in Q1 2026, its #278 holding.
Crestwood Advisors Group first reported a position in Automatic Data Processing in Q1 2014 and has held it in 45 quarters since.
Crestwood Advisors Group's Automatic Data Processing position peaked at $1.54M in Q3 2025.
2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.